Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Mid Cap Equity Fund Registered Investment Company in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AHBL, INC. AHBL, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | TACOMA WA | 135 | $26.6M | $1.9M |
| 2 | MASON CONSTRUCTION, LLC MASON CONSTRUCTION 401(K) PROFIT SHARING PLAN | BEAUMONT TX | 402 | $38.0M | $283K |
